Cm Wealth Advisors LLC - Q42025 Holdings

Cm Wealth Advisors LLC holds 138 stocks with a total portfolio value of $ 442.56M as of Q42025. In Q42025, Cm Wealth Advisors LLC added 55 new positions, increased stakes in 48 stocks, reduced 21 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (OEF), representing 19.16% of the total portfolio.